Netcore SMS for Hubspot Integration: Documentation Guide

Take a look at this Netcore SMS for HubSpot integration documentation for a step-by-step guide on how to integrate HubSpot with your Netcore account:

  1. Are You a HubSpot User?

You must be a HubSpot user in order to avail the Netcore  HubSpot tool and proceed with the further steps.

  1. Do I need to have Netcore account to use this integration?

Yes, you are required to have a Netcore account and add credits to the account to be able to send the messages. In addition, you will need an active DLT account where you will have to get your templates approved as per the Government policy. Only the approved DLT Templates can be sent via our integration with Netcore.

  1. Install the Netcore SMS for HubSpot integration

To start installing the Netcore HubSpot integration, go to the installation page.

  1. Authorize your account

On the installation page, click Authorize Now to start the authorization process

Authorize


On the next screen, choose the HubSpot account that you want to use.

Choose portal

Wait for the step to complete and take you back to the installation page.  

  1. Add your Netcore details

Back on the installation page, now enter your Netcore details in the form that appears. You can find this information on your Netcore subscription page.

Add Netcore details

 

Once your details are entered, click Submit

  1. Set up your delivery reports

In the next step, you will see an email subject and message. This message already contains your Netcore and HubSpot details added in the right places. Make sure to send this mail to setup your delivery reports.

Set up delivery report

Copy this email text and go to your inbox. 

Compose an email adding the copied text to the right places i.e. the subject line, and the body text.

Send this email to av@niswey.com.

Come back to the installation page and now click Done

Your installation is now complete!

Get started

Click on Let's Get Started to find out your next steps, and how you can start using the integration.

Once you click, the next page details out the steps for:

  • How to add your SMS templates to HubSpot
  • How to create an SMS campaign workflow
  • How to set up SMS workflows to send automated messages

We hope the Netcore  HubSpot integration documentation succeeded in guiding you on how to use the Netcore SMS for HubSpot tool.

For more info, you can write to av [at] niswey [dot] com